Breakthrough your Q4: Invite-Only | Closed-Door Learning for Advisors
Doctor Case Study 4-Part Series
Four real-world cases. Four different strategies. One goal: to help you unlock big cases and finish Q4 strong.
Why the Doctor Case Studies Series?
Serving doctors isn’t the same as serving the general market. Their incomes, assets, and concerns are on a completely different level — and so are the opportunities. Yet most advisors never break into this niche because they don’t know how doctors think, what drives their decisions, or what actually makes them entrust multi-million portfolios. The Doctor Case Study Series is designed to open up that playbook. Across four in-depth sessions, you’ll see real case studies of how advisors uncovered hidden budgets, built trust, and transformed one conversation into multiple six and seven-figure cases.
What you’ll discover:
The financial realities of doctors — income levels, assets, common blind spots, and why most are still underserved.
The top concerns driving doctor decisions: growing wealth, preserving legacy, and keeping family harmony.
Scripts, tools, and strategies that turned single meetings into multiple appointments and large cases.
How focusing on a handful of doctor clients can help you achieve your annual targets — without chasing 50–100 small cases a year.
Bundle Offer
💡 Each session is designed to stand alone. But together, the 4 sessions give you a complete playbook for case discovery and closing strategies. Receive a FREE e-copy of the RainMaker Financial Practice Secrets when you take the bundle offer!
Join any session for $35, or get the full 4-part Doctor Case Study Series for $100 — plus receive a free copy of “Rainmaker Financial Practice Secrets.”
Case Study 1
Case Study 2
Turning Property into Possibility
Most doctors are “asset-rich but cash-poor” — with significant value locked in their homes, but limited liquidity for new plans. In this session, we’ll walk through how an existing residential property became the key to uncovering cash flow, and how reframing the conversation from expense to leverage opened the door to a major case.
Key Takeaway: Learn how to reposition a client’s assets to create funding capacity — even when they claim to have “no budget.”
Partnering with: Terris Choo, Director of Sales, MDRT
Date: Thursday, 23 Oct 2025, 2pm - 4pm
From Endowment to Full Financial Overhaul
What started as a straightforward endowment tranche promotion turned into something far bigger. In this session, you’ll see how a single product conversation naturally evolved into a full financial review — leading to IUL, ARTA, estate planning, and even business succession work.
Key takeaway: Discover how to spot the “gateway” product that opens up a client’s entire portfolio — and how to transition that into deeper, higher-value planning.
Partnering with: Terence Tang, FSC, MDRT
Date: Tuesday, 4 Nov 2025, 2pm - 4pm
Case Study 3
Case Study 4
The Power of One Family Conversation
This case began with a simple Will-writing discussion — and ended with managing the family’s entire financial portfolio, from insurance and investments to private market allocations. We’ll break down how estate planning became the bridge to multi-generational trust and a long-term advisory relationship.
Key takeaway: See how estate planning creates the foundation for multi-case, multi-generation client relationships.
Partnering with: Tiffany Ow, VP Of Sales, TOT
Date: Thursday, 20 Nov 2025, 2pm - 4pm
Unlocking Opportunity Through Business Lending
Sometimes, the biggest cases start with the smallest requests. In this session, you’ll learn how helping a doctor secure a working capital loan became the entry point to reviewing his entire insurance portfolio, implementing multiple investment plans, and gaining direct referrals to peers.
Key takeaway: Understand how solving one immediate need can establish credibility and open new doors to large, ongoing cases.
Partnering with: Solomon Yung, A.Director of Sales, MDRT
Date: Friday, 5 Dec 2025, 2pm - 4pm
Have You Ever Wondered...?
What exactly does it take to serve doctor clients?
How much exactly do they earn, what do they usually have in their bank accounts, how many properties they own?
What about what their top 3 concerns are? Is it making their money grow? Or leaving a legacy for their children? Or perhaps to preserve harmony once they are no longer here…
How much insurance do they actually need and how many percent of them are actually well served by their current banker, financial advisor or private banker?
I’m Dr Ujin, founder and principal consultant of Fingroup, the Healthcare Specialists. We are a one-stop solution provider for all things financial, focusing on Healthcare Professionals in Singapore, especially doctors and dentists.
I’ve often received many questions on how we serve doctors so well, and how we become their go-to for all their financial needs, how we convince them to place multiple 7-figure portfolios with us. I’ve also often received requests for joint field work with advisors outside my organization, to help penetrate their doctor clients. Most of all, I’ve been getting requests to conduct a course to share insights into the doctors’ minds, to understand their needs better, to basically open my doctor playbook.
For the longest time, I have procrastinated...
1. Besides having my hands full with 2 teenage daughters, I’ve been busy with My clients’ needs, which by industry standards, are not very many, but their needs are complex and plentiful. I no longer take many new clients but in my active days where I achieved the highest accolades for sales, I onboard at most 5-7 new clients a year.
2. I’ve also been busy building and nurturing my team of 25 who aspire to serve doctors exclusively. They come from all walks of life, from tied agencies, financial advisory firms, banks, and also mid-career switchers from MNCs and even the armed forces. They have seen the value of focusing on a niche market to serve, which allows them to do good fulfilling work and at the same time, be rewarded handsomely.
3. I’ve also been busy running events, which thankfully I have my team of capable managers to help me. We run social events for our clients like National Day Parade Fireworks party, super car test drives. We do regular movie events to thank our clients, next one coming up in Nov is going to be a good one. We do private dinners with topics that doctors are interested in, like business succession, trust planning and buy sell agreements, to name a few.
4. I also spend a lot of time constantly improving our doctor-only membership - The Doctor Card. Started just a few months ago, we should end the year with close to 500 members, and will likely triple the numbers next year.
Having said all that, I’ve finally relented, and have decided to run for the very first time, our 4-part series called The Doctor Case Studies series. This is an in-person, invite-only class, where we will go in depth into what makes a doctor tick, what are their hot buttons, what will make them open their wallets for you for that 100k, 200k, 500k per year investment, or entrust you with 1 million, 2 million or even 5 million in assets to manage.
I will be hosting each session with one of my achievers, where we will deep dive into 2 doctor case studies, exploring the doctor profile and family structure, his initial request and how that turned into several appointments, multiple large cases, ultimately involving their whole family in some cases, and becoming their personal chief financial officer where we were entrusted to handle their entire family’s financial affairs.
Each of the 4 sessions will tackle a unique aspect or need, go in depth into the scripts we used, the tools we deployed and ultimately, the solutions we proposed and executed. You can expect an interactive 2-hour session packed with priceless sharing, unique insights and ample opportunities for question and answer.
We will leave time for you to bring up your own doctor prospect or client, and help you tackle his objections, design a solution that maximises budget and even get referrals.
So no more 5 appts/week or 50-100 clients a year just to reach your goal, and start all over again on 1st January the next year. Focus on doctor clients and you will be on your way to achieving your targets with 10 doctor clients, or less, that’s it.
So sign up for our upcoming 4-part Doctor Case Studies series, details below. As a bonus, the first 10 to sign up for ALL 4 sessions will get ONE complimentary case prep session with me, and one of your doctor clients. We are keeping class sizes small so don’t wait.
See you soon!